Disruption maximalist. The crowd's favorite bull market.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| TSLA | $1.3B | 8% | trimmed |
| COIN | $867M | 6% | added |
| PATH | $800M | 5% | added |
| ROKU | $765M | 5% | trimmed |
| XYZ | $714M | 5% | added |
| ZM | $710M | 5% | trimmed |
| EXK | $672M | 4% | trimmed |
| SHOP | $573M | 4% | trimmed |
| U | $518M | 3% | trimmed |
| TDOC | $515M | 3% | unchanged |
| DKNG | $480M | 3% | trimmed |
| TWLO | $448M | 3% | added |
| CRSP | $412M | 3% | trimmed |
| NTLA | $388M | 3% | trimmed |
| RBLX | $376M | 2% | added |
| PACB | $354M | 2% | trimmed |
| HOOD | $319M | 2% | unchanged |
| unlisted | $316M | 2% | added |
| BEAM | $268M | 2% | trimmed |
| PD | $233M | 2% | added |
| VCYT | $199M | 1% | trimmed |
| SDGR | $176M | 1% | trimmed |
| TXG | $174M | 1% | trimmed |
| TWST | $142M | 1% | trimmed |
| TER | $131M | 1% | added |
| NVDA | $125M | 1% | trimmed |
| GBTC | $112M | 1% | trimmed |
| PLTR | $105M | 1% | new |
| KTOS | $104M | 1% | added |
| TRMB | $103M | 1% | added |
| IONS | $99M | 1% | trimmed |
| unlisted | $97M | 1% | added |
| IRDM | $96M | 1% | added |
| unlisted | $77M | 1% | unchanged |
| ADPT | $70M | 0% | added |
| AVAV | $61M | 0% | unchanged |
| META | $57M | 0% | new |
| CDNA | $56M | 0% | trimmed |
| ARCT | $55M | 0% | trimmed |
| MELI | $52M | 0% | trimmed |
| CERS | $51M | 0% | trimmed |
| DE | $47M | 0% | trimmed |
| GLBE | $44M | 0% | trimmed |
| KMTUY | $42M | 0% | unchanged |
| VRTX | $41M | 0% | trimmed |
| VEEV | $40M | 0% | trimmed |
| ACHR | $38M | 0% | added |
| DDD | $37M | 0% | added |
| ADYYF | $37M | 0% | unchanged |
| unlisted | $36M | 0% | added |
| PRME | $36M | 0% | added |
| unlisted | $35M | 0% | trimmed |
| RXRX | $35M | 0% | added |
| unlisted | $33M | 0% | added |
| INTU | $33M | 0% | unchanged |
| VUZI | $33M | 0% | unchanged |
| BILL | $32M | 0% | unchanged |
| unlisted | $32M | 0% | unchanged |
| GENI | $31M | 0% | unchanged |
| NU | $31M | 0% | trimmed |